The private equity-backed RIA aggregator has expanded its footprint with two new acquisitions in Minnesota and Virginia.
The strategic acquisition, expected to close early next year, will also see 25-year fintech veteran Reed Colley take on a top leadership role.
The hybrid RIA is going all in on the retirement plan advisory space with its latest veteran hire.
The wealth tech platform's latest offering gives firms and advisors an alternative-investing boost through a dedicated sleeve for private markets securities.
The credential-granting body for financial professionals is proposing a raft of adjustments, including more CE hours and new rules to count work experience.
Two of its Connecticut-headquartered partner firms are planning to join forces in a transaction set to close in the first quarter of 2025.
The fintech firms' latest RIA collaborations promise to help firms and financial professionals unlock deeper client relationships with holistic plan advice
The newly introduced act in the House of Representatives takes aim at one confusing process for 401(k) plan participants weighing their distribution options.
Pulse survey of charterholders and candidates reveals four-fifths have felt AI's impact, while views on ESG investing remain mixed.
The central bank makes its last policy move for the year amid lingering uncertainty on inflation, jobs, and economic growth outlook.
